MGX dos Emirados une forças com Nvidia e Sequoia em expansão bilionária de infraestrutura de IA

Abu Dhabi acelera corrida global por supremacia em inteligência artificial com parceria estratégica entre fundo soberano e gigantes tecnológicos.

Investimento Massivo em Chips e Computação

O fundo de riqueza soberana MGX fecha acordo histórico com Nvidia para acesso privilegiado aos processadores H100 e com a Sequoia Capital para financiamento de data centers de última geração. A movimentação posiciona os Emirados como hub emergente contra o domínio tradicional dos EUA e China no setor.

Estratégia Deserta para Dominar a Nova Onda Tecnológica

Com investimentos previstos superando US$ 100 bilhões até 2028, a infraestrutura planejada incluirá supercomputadores capazes de treinar modelos com mais de 10 trilhões de parâmetros. Especialistas alertam que o petrodólar pode estar financiando a próxima bolha de IA - porque quando há excesso de dinheiro, sempre surgem projetos questionáveis disfarçados de inovação.

Os sheiks finalmente descobriram que é mais lucrativo minerar dados do que petróleo.

MGX invests in record $40 billion Aligned Data Centers deal

This week, MGX entered another huge move, taking part in a $40 billion acquisition of Aligned Data Centers, marking the largest data center transaction ever recorded. The buyer group includes Nvidia, Microsoft, BlackRock, and Elon Musk’s xAI. Aligned, which operates across North and South America, designs and runs facilities used by hyper-scalers and cloud providers. For MGX, this purchase ties directly into its participation in the AI Infrastructure Partnership (AIP), a $100 billion collaboration between Microsoft, BlackRock, and others aimed at expanding U.S. data center capacity for AI workloads.

Microsoft had already invested $1.5 billion in G42, MGX’s founding partner, to help develop regional AI capabilities in the Middle East using the Azure cloud platform. These partnerships create a global circuit between U.S. and Gulf capital, where sovereign-backed funds feed the massive energy and hardware requirements of generative AI systems.

Patrick Moorhead, founder of Moor Insights & Strategy, said that U.S. firms are now working with Middle Eastern investors partly to keep them from financing China instead. “I believe in the Middle East … we either provide the goods or they will go to China,” Moorhead said. He added that MGX is following a similar path as Saudi Arabia’s Public Investment Fund, which is using its oil wealth to diversify into advanced technology. “The amount of capital required is astronomical,” Moorhead said. “And they’re willing to take the risks.”

Venture capital turns to sovereign funds amid fundraising crunch

The current market has made it hard for startups to raise capital. “I think they will find real acceptance among VCs because people are comfortable with sovereign wealth,” said Bradley Tusk, a venture capitalist and co-founder of Tusk Capital Partners. “This is a tough fundraising environment, so they’re a potentially good source of capital.”

Still, Tusk warned that MGX’s growing alignment with Trump’s circle could expose it to political backlash if the White House changes hands. “The biggest risk is that the only narrative right now is they are Trump’s friends,” Tusk said. With Trump back in office, MGX’s political positioning could become both a strength and a liability depending on who holds power in Washington.

For now, companies chasing compute are taking the money. Even tech giants like Amazon, Meta, and Microsoft are renting GPU capacity from firms such as CoreWeave instead of financing all their own facilities. MGX’s arrival simply gives them one more path to build faster. And in a world where AI infrastructure is measured in billions, every dollar—no matter where it comes from—now decides who dominates the next era of computing.

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